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Legacy Capital Partners’s Amazon AMZN Stock Holding History

Legacy Capital Partners’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$7.82M Sell
48,000
-240
-0.5% -$37.1K 2.58% 5
2021
Q4 		$8.05M Buy
48,240
+40
+0.1% +$6.85K 2.6% 6
2021
Q3 		$7.92M Sell
48,200
-1,260
-3% -$217K 2.86% 4
2021
Q2 		$8.51M Sell
49,460
-2,520
-5% -$419K 3.04% 3
2021
Q1 		$8.04M Sell
51,980
-500
-1% -$79.3K 3.04% 3
2020
Q4 		$8.55M Sell
52,480
-3,700
-7% -$590K 3.35% 2
2020
Q3 		$8.85M Sell
56,180
-1,120
-2% -$177K 3.58% 2
2020
Q2 		$7.9M Sell
57,300
-580
-1% -$70.1K 3.39% 3
2020
Q1 		$5.64M Buy
57,880
+1,020
+2% +$98.7K 2.79% 4
2019
Q4 		$5.25M Buy
56,860
+1,060
+2% +$93.8K 2.12% 9
2019
Q3 		$4.84M Sell
55,800
-300
-0.5% -$27.8K 2.12% 9
2019
Q2 		$5.31M Sell
56,100
-600
-1% -$55.9K 2.36% 8
2019
Q1 		$5.05M Sell
56,700
-720
-1% -$59.9K 2.35% 8
2018
Q4 		$4.31M Buy
57,420
+1,380
+2% +$115K 2.28% 10
2018
Q3 		$5.61M Sell
56,040
-1,080
-2% -$102K 2.59% 5
2018
Q2 		$4.86M Buy
57,120
+2,500
+5% +$198K 2.38% 9
2018
Q1 		$3.95M Sell
54,620
-1,860
-3% -$133K 1.98% 11
2017
Q4 		$3.3M Buy
56,480
+400
+0.7% +$22K 1.63% 22
2017
Q3 		$2.7M Buy
56,080
+1,620
+3% +$79.6K 1.42% 28
2017
Q2 		$2.64M Buy
54,460
+2,960
+6% +$141K 1.43% 26
2017
Q1 		$2.28M Buy
+51,500
New +$2.15M 1.28% 32

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Capital Partners's AMZN Position: Q1 2022 in Review

Legacy Capital Partners reduced its Amazon (AMZN) stake by 0.5% in Q1 2022, selling an estimated $37.1K and leaving 48,000 shares worth $7.82M. The position accounts for 2.58% of the portfolio, ranked #5.

Legacy Capital Partners first reported a position in AMZN in Q1 2017 and has held it in 21 quarters since. The position peaked at $8.85M in Q3 2020. 4,163 funds tracked by Wall St. Rank hold AMZN as of Q1 2022.

  • Legacy Capital Partners held 48,000 shares of Amazon worth $7.82M as of Q1 2022.
  • Legacy Capital Partners sold 240 Amazon shares in Q1 2022, an estimated $37.1K.
  • Amazon made up 2.58% of Legacy Capital Partners's portfolio in Q1 2022, its #5 holding.
  • Legacy Capital Partners first reported a position in Amazon in Q1 2017 and has held it in 21 quarters since.
  • Legacy Capital Partners's Amazon position peaked at $8.85M in Q3 2020.
  • 4,163 funds tracked by Wall St. Rank held Amazon as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.